JPMorgan Global Select Equity (JGLO) Adds Broadcom and AMD on Nov. 10 GuruFocus News Thu, November 12, 2026 at 6:05 AM EST 3 min read AVGO +0.77% AMD +1.68% TSM -2.60% NVDA -7.79% JNJ +0.95% Explore stocks on Coinbase Trading disclosure Trading disclosure The above button links to Coinbase. Yahoo Finance is not a broker-dealer or investment adviser and does not offer securities or cryptocurrencies for sale or facilitate trading. Coinbase pays us for certain activity generated through this link. Prices displayed are informational.
JPMorgan Global Select Equity ETF (JGLO) posted net sales of $1.9 million on Tuesday, with gross trading of $149.1 million across a $6.27 billion portfolio. JGLO increased 7 positions and trimmed 3, and the day's ETF activity left its largest weights largely intact.
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Its largest buys by dollar value were AVGO ($22.6 million), AMD ($22.0 million) and TSM ($19.0 million).
Its largest sells by dollar value were NVDA ($58.8 million), JNJ ($9.0 million) and BKR ($7.8 million).
The biggest buys were Broadcom at $22.6 million, Advanced Micro Devices at $22.0 million and Taiwan Semiconductor at $19.0 million, followed by Trane Technologies at $4.2 million and Tesla at $4.1 million; none were new positions. On the sell side, Nvidia led at $58.8 million, ahead of Johnson & Johnson at $9.0 million and Baker Hughes at $7.8 million. No positions were opened or fully exited.
JGLO is an Equity Global fund holding 59 stocks, with 45.1% of assets in its 10 largest holdings. Technology accounts for 34.7% of classified stocks, Consumer Cyclical 16.7% and Financial Services 14.2%, and the portfolio is 100.0% large-cap. It charges 0.47% and its top holdings are Microsoft at 8.64%, Amazon at 7.05%, Nvidia at 6.39%, Apple at 4.52% and Alphabet at 3.7%. The fund has a GF Score of 88, a P/E of 24.14, a P/B of 5.46, a dividend yield of 1.14% and a year-to-date return of 5.83%.
Technology 34.7%, Consumer Cyclical 16.7%, Financial Services 14.2%
MSFT (8.64%), AMZN (7.05%), NVDA (6.39%), AAPL (4.52%), GOOGL (3.70%)
See the full JPMorgan Global Select Equity ETF profile, or compare it with similar funds in the ETF Screener. For the stock behind its biggest buy, see AVGO's GF Value page and guru trades.
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Watch whether JGLO rebuilds its Nvidia stake after the $58.8 million trim or keeps rotating into Broadcom, AMD and Taiwan Semiconductor at the next holdings update.
Based on holdings changes reported by JPMorgan Global Select Equity ETF (JGLO) for Nov. 10, 2026, US-listed stocks only.
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